Scenarios
"I am a borrower needing a statement for my payments."
SFB
How long until the refund team reaches out to the provider
3 days
Who is customers bank?
one of our lenders
Provider calls in needs to make changes to platform what do we need before continuing?
OTP code
Who is the youngest on the team?
Riley
"My dentist did a botch job on my treatment, cancel my loan now. Where do we start?"
Refund request
Office calls - " How do I process a refund"
Go to dashboard - press continue- Refund request - enter amount - submit request
Who are the regional reps for the northeast region?
Torrey and Robin
For a FA call what is needed to be verified?
social - 2 things on the credit file
Who had a cat named vivi
HANNAH
" My mother is a little coo coo and I am her POA"
How do ClearChoice/ Nuvia dental implant center process refunds?
Need to go through corporate office
Who are the reps for the southeast region?
Carlos and Christina
Provider calls in - The e sign button is not available why?
Unfortunately the borrower does not qualify for the esign option they will need to print the loan documents and sing the papers in office
Who has a dog named Maizee
Alyssa
" My dentist sucks, and I don't want to continue business with them. Transfer my loan to their other office."
" Unfortunately, we can't transfer a loan from one office to another, at this time we can do a refund if you want to cancel."
What questions do you ask for a refund request?
Which states have a different minimum loan amount?
Massachusetts Georgia and Colorado
Provider calls in - How do I add additional funds to an already existing loan?
Sorry we can not do this, but our options are new loan, with a new application. Or we can refund existing loan and try to apply again.
Who is originally from Biloxi Mississippi
Niya
" I am a provider and need to change the term of this loan because they want a different term length"
" Refund or they can pay early without any prepayment penalty"
What do we need for a proof of service?
showing date, cost, that Proceed Finance funds were deposited to the patient and services rendered (patient ledger) date treatment was completed
When is Lisa's birthday?
Where can I find the new updated payment after a partial refund has been made
SFB snapshot - in the fico page
Whose most favorable anime is no game no life?
Mitchell